N.E.W. Advisory Services’s MidCap Financial Investment MFIC Stock Holding History

N.E.W. Advisory Services’s Portfolio MFIC Stock Details MFIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.17K	Hold	216	–	–	﹤0.01%	838
2026 Q1	$2.42K	Buy	216 +166	+332%	+$1.83K	﹤0.01%	806
2025 Q4	$567	Buy	50 +2	+4%	+$24	﹤0.01%	889
2025 Q3	$576	Hold	48	–	–	﹤0.01%	834
2025 Q2	$606	Hold	48	–	–	﹤0.01%	828
2025 Q1	$617	Buy	+48	New	+$653	﹤0.01%	888

Other funds holding MFIC

NCM

Next Capital Management New York $370M AUM 13.07% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

CWA

Cura Wealth Advisors Chicago, Illinois $234M AUM 5.19% 1-Year Est. Return

BPCM

Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

N.E.W. Advisory Services's MFIC Position: Q2 2026 in Review

N.E.W. Advisory Services held its MidCap Financial Investment (MFIC) position steady in Q2 2026 at 216 shares worth $2.17K. The position accounts for ﹤0.01% of the portfolio, ranked #838.

N.E.W. Advisory Services first reported a position in MFIC in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.42K in Q1 2026. 101 funds tracked by Wall St. Rank hold MFIC as of Q2 2026.

N.E.W. Advisory Services held 216 shares of MidCap Financial Investment worth $2.17K as of Q2 2026.
N.E.W. Advisory Services left its MidCap Financial Investment share count unchanged in Q2 2026.
MidCap Financial Investment made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #838 holding.
N.E.W. Advisory Services first reported a position in MidCap Financial Investment in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's MidCap Financial Investment position peaked at $2.42K in Q1 2026.
101 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.